Amazon.com remains a Buy due to strong growth in its AWS cloud business, which saw 39.3% revenue growth and a 38.7% margin. The retail and advertising segments also showed positive performance, with North American operating income rising and advertising expected to rebound in Q4. However, heavy capital expenditures of $210.7 billion have led to negative free cash flow, raising concerns about the balance between investment pace and near-term shareholder returns. Management also cautions that AI workloads might pressure future AWS margins.
Amazon shares trade at USD 239.17 on Pluang as of Oct 31, 2026 00:41 WIB, down 1.90% in one day. The stock's market cap stands at $2.64 trillion with a 52-week range between $198.79 and $284.02. Pluang investors hold Amazon for an average of 128 days, showing moderate confidence despite recent price drops.
Intel, Alphabet (Google), Amazon, and Reddit have revealed challenges to the optimistic AI and large language model (LLM) growth narrative. Intel faces declining revenues, margin pressure, and high capital expenditure, trading at unsustainable valuat...
Amazon.com, Inc. is rated a Strong Buy due to its Amazon Web Services (AWS) segment achieving a record 39% revenue growth, with management forecasting over 40% growth through 2028. Although Amazon faces challenges like negative free cash flow and ris...
Amazon CEO Andy Jassy announced that the company will begin selling its AI chips, known as Trainium, to external customers starting in late 2027. This move could compete with NVIDIA, the current leader in AI chip supply, especially since Amazon has o...
Microsoft's Azure cloud grew 48% and Amazon's AWS grew 39%, their fastest in years, driven by high demand exceeding supply. Microsoft showed strong earnings and free cash flow, while Amazon missed estimates due to retail timing but posted record AWS ...
Amazon's AWS division reported its fastest growth in years, driving optimism for the upcoming earnings report. Despite a recent stock pullback, AWS revenue grew 37% with a strong operating margin, and the company projects significant future growth, p...
